+43.4%
KO vs WM
+21.5%
+21.8%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.1% | +2.0% | +1.9% |
| 7D | +3.7% | +3.2% | +0.5% | +2.6% |
| 30D | +8.1% | +13.0% | -4.9% | +3.6% |
| 3M | +14.2% | +9.2% | +5.0% | +10.6% |
| 6M | +25.2% | +13.6% | +11.6% | +20.4% |
| YTD | +44.7% | +12.4% | +32.3% | +38.3% |
| 1Y | +43.4% | +21.2% | +22.1% | +34.8% |
| All | +43.4% | +21.5% | +21.8% | +34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded WM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling